Serve Robotics · 4 days ago
Senior Financial Analyst, Strategic Finance & FP&A
United States
Full-time
Remote
Mid, Senior Level
$125K/yr - $145K/yr
4+ years expServe Robotics is focused on reimagining urban deliveries with their innovative sidewalk robot. The Senior Financial Analyst, Strategic Finance & FP&A will drive strategic decision-making and support business development initiatives through advanced financial analysis and modeling.
Artificial Intelligence (AI)Food DeliveryLogisticsRobotics
Responsibilities
Own and enhance company-wide and functional forecasts, ensuring alignment with strategic priorities and long-term growth objectives
Lead development of driver-based financial models that incorporate operational, commercial, and strategic assumptions
Build and evaluate both top-down and bottom-up financial models, reconciling differences to ensure forecasts are internally consistent, realistic, and decision-useful
Partner with senior leaders to refine forecasts, challenge assumptions, and identify risks and opportunities
Build and maintain advanced scenario and sensitivity models to assess financial impacts of strategic initiatives, market expansion, pricing changes, and capital allocation decisions Support long-range planning (LRP) and multi-year financial projections, ensuring consistency across strategic narratives and financial outputs
Serve as the primary FP&A partner for Business Development, supporting:
Financial modeling for M&A, strategic partnerships, and commercial agreements
Evaluation of investment returns, synergies, and integration scenarios
Develop forward-looking forecasts and valuation models to support transaction diligence, board materials, and executive decision-making
Assist in post-deal financial integration planning and performance tracking
Lead monthly and quarterly variance analysis, translating results into clear insights on performance drivers
Identify emerging trends, risks, and execution gaps, and proactively recommend corrective actions
Elevate financial storytelling by connecting results to operational and strategic context
Act as a key Pigment power user, owning or supporting:
Model design and maintenance
Forecasting workflows and version control
Reporting structures and dashboards
Partner with Finance leadership to enhance and scale Pigment, including new use cases, integrations, and model improvements
Leverage advanced Excel/Google Sheets, Pigment, and emerging productivity tools (e.g., ChatGPT, scripting, workflow automation) to streamline reporting and analysis
Improve data accuracy, speed, and scalability through automation and process redesign
Act as a trusted financial advisor to Business Development and other functional leaders
Demonstrate strong executive presence, with the ability to confidently interface with senior executive leadership and influence decisions through clear, data-driven insights
Prepare and deliver executive-ready materials, including presentations and financial narratives for leadership meetings, investor discussions, and board reviews
Communicate complex financial concepts clearly to non-finance stakeholders
Support the Strategy team with financial analysis, market research, and competitive insights to inform long-term strategic initiatives
Partner on deck-building and narrative development for executive, board, and investor presentations, ensuring alignment between strategy, financials, and messaging
Assist with ad hoc strategic analyses related to new market entry, pricing strategy, partnerships, and corporate development
Apply strong accounting fundamentals to ensure alignment between forecasts, actuals, and financial statements
Partner with Accounting during close cycles to support accruals, explanations, and reporting integrity
Qualification
Required
4–6+ years of experience in FP&A, strategic finance, or corporate finance, preferably in a tech, robotics, or high-growth environment
Demonstrated experience supporting Business Development, strategic initiatives, or M&A-related financial analysis
Hands-on experience with Pigment (implementation or heavy usage strongly preferred)
Strong expertise in budgeting, forecasting, variance analysis, scenario modeling, and long-range planning
Advanced proficiency in Google Sheets and Excel, including complex modeling and automation techniques
Experience with ERP systems (e.g., NetSuite)
Solid understanding of accounting principles and financial statements
Proven ability to operate with executive presence, effectively supporting and influencing senior leadership
Strong business acumen with the ability to turn data into insights and action
Excellent analytical, problem-solving, and communication skills
Comfortable operating with ambiguity and evolving priorities in a fast-scaling organization
Preferred
Investment banking, management consulting, or venture capital experience preferred (but not required)
Experience with other FP&A tools (Planful, Adaptive, Anaplan) a plus
Company
Serve Robotics
Serve Robotics is an autonomous robotic delivery company that develops AI-powered sidewalk delivery robots.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$394MKey Investors
PostmatesNVIDIANeo
2025-10-10Post Ipo Equity· $100M
2025-01-07Post Ipo Equity· $80M
2024-12-01Post Ipo Equity· $86M
Leadership Team
Ali Kashani
Co-founder & CEO
Dmitry Demeshchuk
Co-Founder and VP of Software
Recent News
2026-01-16
Company data provided by crunchbase